Location
Toronto
Job Type
Full time
Posted
June 19, 2026
Job Description
Job Description
Key Responsibilities
- Examine all relevant documents to ensure legal and contractual requirements have been met in order to proceed with the request.
- Input appropriate data onto appropriate system to generate worksheets and initiate the claim settlement cheque, transfer of funds and reactivations.
- Authorize issuance of settlement and/or rollover cheques in amounts up to $50,000.
- Complete any additional calculations required (i.e.: cash values, dividends, tax gains, withholding tax).
- Maintain pending file and undertakes follow up of any outstanding cases on a monthly basis.
- Set up loan repayments, investigate and calculate loan audits.
- Prepare new specification pages and makes any rider adjustments on partial surrenders.
- Apply external rollover monies to certificates, notify member and verify tax source of funds.